Principle Wealth Partners LLC
Position in NMZ — Nuveen Municipal High Income Opportunity Fund
CIK 1743413
MADISON, CT
Position in NMZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$116,270
+$2,090 QoQ
Shares Held
11,000
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#173
of 213 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NMZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Principle Wealth Partners LLC holds $11,748,477 across 13 Asset Management names. NMZ ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,504 | $5,292,426 | |
| 2 | BX |
Blackstone Inc.
|
24,324 | $2,862,205 | |
| 3 | TROW |
Price T Rowe Group Inc
|
9,025 | $1,026,052 | |
| 4 | KKR |
KKR & Co. Inc.
|
5,030 | $461,653 | |
| 5 | HTGC |
Hercules Capital, Inc.
|
20,945 | $330,302 | |
| 6 | RJF |
Raymond James Financial Inc
|
2,000 | $304,060 | |
| 7 | CG |
Carlyle Group Inc.
|
7,131 | $300,286 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
7,300 | $293,679 |
All Filings in NMZ
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,270 | 11,000 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $114,180 | 11,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $112,090 | 11,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $116,490 | 11,000 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $114,070 | 11,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $120,010 | 11,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $118,910 | 11,000 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $128,260 | 11,000 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $116,160 | 11,000 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $108,680 | 11,000 | Shares | Sole | 2024-02-05 | |
| 2022-03-31 | $380,347 | 29,235 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $441,443 | 29,196 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $429,870 | 29,124 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $447,433 | 29,073 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $179,740 | 12,456 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $179,615 | 12,456 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $148,390 | 11,000 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||